Private Client Tax Advisory Manager -Hybrid/Flexible Hours

ProTalent Limited; Newry; Híbrido; GBP 60.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid working

Flexible hours

Holiday buy/carry over

Private medical cover

Enhanced family leave

Pension

Life assurance

Volunteer day

Wellbeing support

Descripción de la vacante

ProTalent Limited in Newry is seeking a private client advisory professional to act as the go-to technical expert within a large professional services firm. You will lead and project-manage complex private client advice, review complex SA returns, and work closely with lawyers and advisers on major planning projects.

You will help set the team's direction, develop staff, and pursue new work with BD support while leveraging experience in IHT, trusts and succession planning.

Formación

• CA, ATT, CTA, STEP or similar professional qualification is required or highly preferred.
• Strong advisory experience in IHT, trusts and succession planning.
• Experience leading a team and managing multiple projects simultaneously.
• For Belfast/Newry, Irish CGT and CAT knowledge would be a big plus.

Responsabilidades

• Leading and project managing complex private client advice.
• Becoming the technical go-to person within the firm.
• Reviewing and signing off on complex SA returns.
• Collaborating with lawyers and other advisers on larger planning projects.
• Helping set team direction and developing team members.
• Spotting and winning new work with BD support.

Conocimientos

Advisory experience

Team leadership

Project management

Business development (BD)

IHT and trusts advisory

Educación

CA, ATT, CTA, STEP or similar

Descripción del empleo

ProTalent Limited in Newry is seeking a private client advisory professional to act as the go-to technical expert within a large professional services firm. You will lead and project-manage complex private client advice, review complex SA returns, and work closely with lawyers and advisers on major planning projects.

You will help set the team's direction, develop staff, and pursue new work with BD support while leveraging experience in IHT, trusts and succession planning.